OLLI Computer Club 3rd Sat meeting, in-person and via ZOOM (request access from ffxmtg@patacs.org), Sat Sep 21, 2024 (1 PM): Ask An Expert: Your Computer and Related Technology Questions - Printers, Smartphones, Connected Gadgets. An Experts Panel with Frank Fota, Tom Gutnick, Henry Winokur. ... AND Learn in 30: Smart Watches and Hard Fall Detection. Presented by John Krout.
Computer Group 4th Wed meeting, in-person and via ZOOM (request access from arlmtgs@patacs.org),
Wed Sep 25, 2024 (7 PM):
Technology & PC Help Desk: Extended Q&A, Troubleshooting.
Computer Group 1st Wed meeting, in-person and via ZOOM (request access from arlmtgs@patacs.org), Wed Oct 2, 2024 (7 PM): Program To Be Announced. ZOOM Help References (Courtesy of PATACS)
MOST RECENT UPDATE Bob Baker's continuing, Wed Sep 11, 2024, Buy & Sell List Compendium (Six Months) presentation, including objectives, research resources & tools, new resources, and weekly buy/sell/thinking about lists history.
MOST RECENT UPDATE Sy Sherman's 3-part, Wed Oct 7-21, 2020, Stock Selection & Analysis presentation.
Forum Website Change History by Date Posted
(including Links Within This Website and On-Line)
Mon Sep 9, 2024
Added Al Smuzynski's Wed Sep 11, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Sep 11, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Linked to Barron's Mon Sep 9, 2024 "Retirees, It's Time to Give Yourself a Raise." article that Al Smuzynski suggested in his Sun Sep 8, 2024, email: Member Suggestions page.
Linked to Goodreads.com synopsis of the Jun 11, 2024, book "Superconvergence: How the Genetics, Biotech, and AI Revolutions Will Transform our Lives, Work, and World" that Ray Willson suggested near the close of the Wed Sep 4, 2024, Forum: Member Suggestions page.
Linked to Goodreads.com synopsis of the Jun 11, 2024, book "The Singularity Is Nearer: When We Merge with AI" that Ray Willson suggested near the close of the Wed Sep 4, 2024, Forum: Member Suggestions page.
Mon Sep 2, 2024
Added Al Smuzynski's Wed Sep 4, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Sep 4, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Linked to BottomLineInc.com, Aug 28, 2024, "Negotiate Your Investment Advisor's Fees" blog article that Jim Coile as Webmaster found while preparing this update: Member Suggestions page.
Linked to WhiteCoatInvestor.com, Aug 12, 2024, " What Do Good Financial Advisors Cost in 2024" blog article that Garrett Ruhl suggested in a Mon Sep 2, 2024, email: Member Suggestions page.
Linked to Vanguard.com, Sep 1, 2023, "How to choose a financial advisor" article that Paul Howard suggested in a Sun Sep 1, 2024, email: Member Suggestions page.
Linked to AAII.com, Sep 2024, "Bond Strategies for a Shifting Interest Rate Environment" article that Bob Baker suggested in a Sat Aug 31, 2024, email: Member Suggestions page.
Linked to AAII.com, Sep 2024, "The Truth About High-Yield Mutual Funds and ETFs" article that Bob Baker suggested in a Sat Aug 31, 2024, email: Member Suggestions page.
Mon Aug 26, 2024
Added Al Smuzynski's Wed Aug 28, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Aug 28, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Linked to WSJ "Index Funds Are Cheap. They Can Still Cost You." article that Tom Crooker will summarize at the Wed Aug 28, 2024, Forum: Member Suggestions page.
Linked to WolfStreet.org "Corporate Credit Ratings by the Big Three US Credit Rating Agencies: Credit Risk and Risk of Default." article and table that Bob Baker suggested during the Wed Aug 21, 2024, Forum Buy-Sell discussion: Member Suggestions page.
Linked to TheEpochTimes.com Wed Aug 21, 2024, "The Truth About Retail Sales" article that Jerry Schrager suggested during Wed Aug 21, 2024, Forum early discussion: Member Suggestions page.
Added Al Smuzynski's Wed Aug 21, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Aug 21, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Linked to WashingtonPost.com Mon Aug 12, 2024 "Rule to protect retirees in limbo." article that Charles Murphy suggested during Wed Aug 14, 2024, Forum discussion: Member Suggestions page.
Mon Aug 12, 2024
Added Al Smuzynski's Wed Aug 14, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Aug 14, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Linked to Barron's print ed. Mon, Aug 12, 2024 "How To Play Defense." article that Al Smuzynski suggested in his Wed Aug 14, 2024, Forum Agenda: Member Suggestions page.
Linked to Barrons.com Fri Aug 9, 2024 "Robo-Advisors Top $1 Trillion in Assets. Plus, Ranking the Best Robos." article that Al Smuzynski suggested in his Wed Aug 14, 2024, Forum Agenda: Member Suggestions page.
Mon Aug 5, 2024
Added Al Smuzynski's Wed Aug 7, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Aug 7, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Mon Jul 29, 2024
Added Al Smuzynski's Wed Jul 31, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jul 31, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Added Sylvia Auton's Wed Jul 24, 2024, "About Fees | A Case Study" presentation: Member Contribution page.
Added David Breese's Tue Jul 9, 2024, "Personal Financial Health | What to Look For" presentation from Investment Potpourri class F202Z: Member Contribution page.
Mon Jul 22, 2024
Added Al Smuzynski's Wed Jul 24, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Al Smuzynski's Wed Jul 17, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jul 17, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Linked to WSJ.com's Fri 12 Oct, 2024 "A Couple Won the Powerball. Investing It Turned Into Tragedy." article that Al Smuzynski suggested in his Sun Jul 14, 2024, email: Member Suggestions page.
Mon Jul 8, 2024
Added Al Smuzynski's Wed Jul 10, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jul 10, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Linked to Financial Times Tue Jul 2, 2024 "Can AI Outperform a Wealth Manager at Picking Investments" article that Jeff Moon suggested during the Wed Jul 3 AI discussion: Member Suggestions page.
Added Jim Dann's Tue Jul 2, 2024, "Bonds Back in Favor? - Some Basics - Some Choices" presentation from Investment Potpourri class F202Z: Member Contribution page.
Added Al Smuzynski's Wed Jul 3, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jul 3, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Added David Toms' Tue Jun 25, 2024, "Business Development Companies (BDC) and Real Estate Investment Trusts (REIT)" presentation from Investment Potpourri class F202Z: Member Contribution page.
Linked to Barron's Mon Jun 17 "Earn Higher Yields Than Cash While Keeping Your Risks Low" article that Al Smuzynski discussed in his Wed Jun 19, 2024, opening remarks: Member Suggestions page.
Linked to The IndependentVanguardAdvisor.com's Tue Jun 18 "Keep Politics Out of Your Portfolio" article that Paul Howard suggested in his Wed Jun 18, 2024, email: Member Suggestions page.
Mon Jun 24, 2024
Added Al Smuzynski's Wed Jun 26, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jun 26, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Mon Jun 17, 2024
Added Al Smuzynski's Wed Jun 19, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jun 19, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Mon Jun 10, 2024
Added Al Smuzynski's Wed Jun 12, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jun 12, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Added an Investment Forum Class and Club stepwise registration information pdf file to the topics/agenda page of the website at the suggestion of Walt Carlson and tuned up the suggestion already there to register for the Class and the Club. Also included a link to that same section of the topics agenda page from the website's home page as the first item on the home page.
Mon Jun 3, 2024
Added Al Smuzynski's Wed Jun 5, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jun 5, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Added Dr John Min's Wed May 29, 2024, "2024 Eco Outlook" presentation: Member Contribution page.
Mon May 27, 2024
Added Al Smuzynski's Wed May 29, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed May 29, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Mon May 20, 2024 (posting delayed)
Added Al Smuzynski's Wed May 22, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed May 22, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Mon May 13, 2024
Added Al Smuzynski's Wed May 15, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list appended: Topics page.
Added Bob Baker's updated continuing, Wed May 15, 2024, "Buy & Sell List Compendium (Six Months)" presentation: above.
Mon May 6, 2024
Added Al Smuzynski's Wed May 8, 2024, Forum Agenda with Bob Baker's members' Buy, Sell, Thinking About list) appended: Topics page.
Added Bob Baker's updated continuing, Wed May 8, 2024, "Buy & Sell List Compendium (Six Months" presentation: above.
Mon Apr 29, 2024
Added Al Smuzynski's Wed May 1, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added our most recent Sheet Cake Celebration, Wed Apr 24, 2024, of the Dow reaching 39,000 on Feb 22, 2024, courtesy of Paul Howard: Forum Website Startup Page and the underlying Forum Cake Page.
Mon Apr 22, 2024
Added Al Smuzynski's Wed Apr 24, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Apr 24, 2024, "Buy/Sell List Compendium" presentation: above.
Added Al Smuzynski's Wed Apr 17, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Apr 17, 2024, "Buy/Sell List Compendium" presentation: above.
Mon Apr 8, 2024
Added Al Smuzynski's Wed Apr 10, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Apr 10, 2024, "Buy/Sell List Compendium" presentation: above.
Mon Apr 1, 2024
Added Al Smuzynski's Wed Apr 3, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Apr 3, 2024, "Buy/Sell List Compendium" presentation: above.
Mon Mar 25, 2024
Added Al Smuzynski's Wed Mar 27, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Mar 27, 2024, "Buy/Sell List Compendium" presentation: above.
Linked to Ray Willson's Jul 5, 2023, presentation "Welcome To The World Of AI" that he suggested during Wed Mar 20, 2024, Forum discussion of AI: Member Suggestions page.
Mon Mar 18, 2024
Added Al Smuzynski's Wed Mar 20, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Mar 20, 2024, "Buy/Sell List Compendium" presentation: above.
Linked to Kiplinger Personal Finance magazine's April 2024 "Why I Love Boring Stocks: Glassman" article that Jim Dann discussed in his Wed Mar 13, 2024, presentation: Member Suggestions page.
Linked to Barrons.com Thu Feb 29, 2024, "Barron's Best Fund Families of 2023" article that Jim Dann discussed in his Wed Mar 13, 2024, presentation: Member Suggestions page.
Added Jim Dann's Wed Mar 13, 2024, "Barron's Best Fund Families" presentation: Member Contribution page.
Mon Mar 11, 2024
Added Al Smuzynski's Wed Mar 13, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Mar 13, 2024, "Buy/Sell List Compendium" presentation: above.
Mon Mar 6, 2024
Added Al Smuzynski's Wed Mar 6, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Mar 6, 2024, "Buy/Sell List Compendium" presentation: above.
Mon Feb 26, 2024
Added Al Smuzynski's Wed Feb 28, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Feb 28, 2024, "Buy/Sell List Compendium" presentation: above.
Linked to CondorCapital.com " The Robo Report® Fourth Quarter 2023, The Ranking Edition" report suggested by Brenda Bloch-Young in her Sat Feb 24, 2024, email: Member Suggestions page.
Added Brenda Bloch-Young's Wed Feb 21, 2024, "Bitcoin ETF Overview" presentation: Member Contribution page.
Mon Feb 19, 2024
Added Al Smuzynski's Wed Feb 21, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Feb 21, 2024, "Buy/Sell List Compendium" presentation: above.
Mon Feb 12, 2024
Added Al Smuzynski's Wed Feb 14, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Feb 14, 2024, "Buy/Sell List Compendium" presentation: above.
Linked to Investopedia.com Mon Jul 31, 2023, "Cash Flow: What It Is, How It Works, and How to Analyze It." article that Bob Baker suggested in a Feb 10, 2024, email : Member Suggestions page.
Linked to WSJ Print Edition, Wed Feb 7, and WSJ.com, Tue Feb 6, 2024,"Lilly Deserves to Be in Magnificent Seven (WSJ.com title: Why Eli Lilly Deserves to Unseat Tesla Among the Magnificent Seven)" article that Bob Baker suggested during Buy-Sell-Thinking About discussion at the Forum on Wed Feb 7, 2024: Member Suggestions page.
Mon Feb 5, 2024
Added Al Smuzynski's Wed Feb 7, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Feb 7, 2024, "Buy/Sell List Compendium" presentation: above.
Linked to WSJ Print Edition, Wed Jan 31, and WSJ.com, Tue Jan 30, 2024,"Apple’s New Headset Is the Best So Far (WSJ.com title: Apple Vision Pro Review: The Best Headset Yet Is Just a Glimpse of the Future)" article that Al Smuzynski during opening discussion suggested at the Wed Jan 31, 2024, Forum: Member Suggestions page.
Linked to AImagazine.com Jan 3, 2024,"Top 10 - Machine Learning Companies." article that Garrett Ruhl suggested during opening discussion at the Wed Jan 31, 2024, Forum: Member Suggestions page.
Mon Jan 29, 2024
Added Al Smuzynski's Wed Jan 31, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jan 31, 2024, "Buy/Sell List Compendium" presentation: above.
Mon Jan 22, 2024
Added Bob Baker's members' "Buy, Sell, Thinking About – week ending Jan 19, 2024" list: Member Contribution page.
Linked to Barrons.com Jan 14, 2024,"The Market's Gains Won't Come Easy From Here, Barron's Roundtable Pros Say. 8 Stocks for Now." article suggested during the Buy-Sell-Thinking-About discussion at the Jan 17, 2024, Forum: Member Suggestions page.
Linked to Morningstar.com Jan 12, 2024,"The 10 Undervalued Dividend Stocks for 2024." article suggested during the Buy-Sell-Thinking-About discussion at the Jan 17, 2024, Forum: Member Suggestions page.
Linked to Barrons.com Jan 12, 2024,"Energy Prices Are Falling, and the Stocks Are Out of Favor. That's the Good News." article suggested by Tom Crooker during the Buy-Sell-Thinking-About discussion at the Jan 17, 2024, Forum: Member Suggestions page.
Mon Jan 15, 2024
Added Al Smuzynski's Wed Jan 17, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jan 17, 2024, "Buy/Sell List Compendium" presentation: above.
Linked to WSJ Print Edition Tue Jan 9, and WSJ.com Mon Jan 8, 2024,"Investors Put Faith in 'Dogs of Dow' (WSJ.com title: Investors Hope the Dogs of the Dow Can Find Their Bite.)" article that Bob Baker discussed at the Forum on Wed Jan 10, 2024, during Buy, Sell, Thinking About discussion: Member Suggestions page.
Mon Jan 8, 2024
Added Al Smuzynski's Wed Jan 10, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Jan 10, 2024, "Buy/Sell List Compendium" presentation: above.
Linked to RIABiz.com Jan 5, 2024,"...The latest 'DOL rule' attracts 19,000 comments..." article that Al Smuzynski suggested on Jan 6, 2024, for discussion during the Jan 10, 2023, Forum: Member Suggestions page.
Linked to Barrons.com Jan 2, 2024,"Here Are Barron's 12 Best Income Investments for the New Year" article that Al Smuzynski suggested at the Jan 3, 2024, Forum: Member Suggestions page.
Linked to Barrons.com Dec 27, 2023,"What Went Right for Investors in 2023 Can Go Wrong in 2024" article that Tom Crooker suggested at the Jan 3, 2024, Forum: Member Suggestions page.
Linked to Barrons.com Dec 21, 2023,"5 Investing Tenets of Fidelity Veteran Joel Tillinghast" article that Tom Crooker suggested at the Jan 3, 2024, Forum: Member Suggestions page.
Mon Jan 1, 2024
Added Al Smuzynski's Wed Jan 3, 2024, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Mon Dec 25, 2023
Added Bob Baker's members' "Buy, Sell, Thinking About – week ending Dec 22, 2023" list: Member Contribution page.
Mon Dec 18, 2023
Added Bob Baker's updated continuing, Wed Dec 20, 2023, "Buy/Sell List Compendium" presentation: above.
Added Bob Baker's members' "Buy, Sell, Thinking About – week ending Dec 15, 2023" list: Member Contribution page.
Mon Dec 11, 2023
Added Al Smuzynski's Wed Dec 13, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Dec 6, 2023, "Buy/Sell List Compendium" presentation: above.
Mon Dec 4, 2023
Added Al Smuzynski's Wed Dec 6, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Mon Nov 27, 2023
Added Lou Coglianese's Mon Nov 27, 2023, "Mutual Funds Year-End Capital Gains Distributions topic for Forum 11/29/2023" information: Member Contribution page.
Added Al Smuzynski's Wed Nov 29, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Nov 29, 2023, "Buy/Sell List Compendium" presentation: above.
Mon Nov 20, 2023
Added Bob Baker's members' "Buy, Sell, Thinking About – week ending Nov 17, 2023" list: Member Contribution page.
Linked to WSJ Print Edition Tue Nov 14, and WSJ.com Mon Nov 14, 2023,"Distressed Property Loans Send Out Warning. (WSJ.com title: The Clearest Sign Yet That Commercial Real Estate Is In Trouble.)" article suggested during the Forum Wed Nov 15, 2023, during Buy, Sell, Thinking About discussion: Member Suggestions page.
Mon Nov 13, 2023
Added Al Smuzynski's Wed Nov 15, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Nov 8, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to the CFA Institute Research Foundation 2023 "Revisiting the Equity Risk Premium" monograph that Bruce Crawford suggested during his My Investor Journey continued presentation at the Forum Wed Nov 8, 2023: Member Suggestions page.
Linked to WSJ print edition Mon Nov 6, 2023, and WSJ.com Sun Nov 5, 2023,"Oil Country Goes All In On Hydrogen. (WSJ.com title: The Green Fuel That Even Red America Loves.)" article that Tom Crooker suggested during the Forum Wed Nov 8, 2023, opening discussion: Member Suggestions page.
Mon Nov 6, 2023
Added Al Smuzynski's Wed Nov 8, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Nov 1, 2023, "Buy/Sell List Compendium" presentation: above.
Added Sy Sherman's Wed Nov 1, 2023, "Downsizing" discussion presentation: Member Contribution page.
Mon Oct 30, 2023
Added Al Smuzynski's Wed Nov 1, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added our Cupcake Celebration, Wed Sep 13, 2023, of the Dow reaching 34,000 description and picture courtesy of Paul Howard: Forum Website Startup Page and the underlying Forum Cake Page.
Added Bob Baker's updated continuing, Wed Oct 25, 2023, "Buy/Sell List Compendium" presentation: above.
Added Bruce Crawford's Oct 25, 2023, "My Investor Journey, Parts 1 and 2 " presentation (to be continued): Member Contribution page.
Mon Oct 23, 2023
Added Al Smuzynski's Wed Oct 25, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Philip Crooker's Wed Oct 18, 2023, "A Trilogy of Pharma Topics" presentation: Member Contribution page.
Mon Oct 16, 2023
Added Al Smuzynski's Wed Oct 18, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Oct 18, 2023, "Buy/Sell List Compendium" presentation: above.
Mon Oct 9, 2023
Added Al Smuzynski's Wed Oct 11, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Mon Oct 2, 2023
Added Al Smuzynski's Wed Oct 4, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Sylvia Auton's Sep 27, 2023, "My Investment Journey ...led to Writing a book" presentation: Member Contribution page.
Also linked to 3 websites she suggested: Member Suggestions page.
– Her Blog: Grandma's Investing for Beginners.
– Her You Tube: How to Invest Simply for Beginners.
– Her Amazon Book page: Grandma Sylvia's Guide to the Stock Market.
Linked to Barrons.com for Barron's Magazine Tue Sep 25, 2023, articles,"Obesity Drugs Will Make Billions. They Could Also Break Healthcare." and "Weight-Loss Drugs Are Bad News For MedTech ." that Brenda Bloch-Young suggested during opening discussions in the Wed Sep 27, 2023, Forum: Member Suggestions page.
Mon Sep 25, 2023
Added Al Smuzynski's Wed Sep 27, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Sep 20, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to the WSJ Sep 20, 2023,"Highest Treasury Yields Since 2007 Depress Stocks" print edition, p. B12, article that Bob Baker suggested during Buy/Sell/Thinking About discussion in the Sep 20, 2023, Forum: Member Suggestions page.
Mon Sep 18, 2023
Added Al Smuzynski's Wed Sep 20, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Sep 13, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Goodreads.com synopsis of the May 3, 2022, "The All Weather Retirement Portfolio" book that Ray Willson suggested during his book review at the Wed Sep 13, 2023, Forum: Member Suggestions page.
Added Ray Willson's Wed Sep 13, 2023, "Ray's Reviews – The All-Weather Retirement Portfolio" book review presentation & notes: Member Contribution page.
Mon Sep 11, 2023
Added Al Smuzynski's Wed Sep 13, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Linked to SimplySafeDividends.com Jul 10, 2023,"It Is Easier to Be a Dividend Investor" article that Bob Baker suggested in a Sep 6, 2023, email: Member Suggestions page.
Added Bob Baker's updated continuing, Wed Sep 6, 2023, "Buy/Sell List Compendium" presentation: above.
Mon Sep 4, 2023
Added Al Smuzynski's Wed Sep 6, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Linked to MerrillEdge.com Aug 31, 2023,"Merrill CIO Audiocast & Transcript" that Paul Howard suggested in an Aug 31, 2023, email: Member Suggestions page.
Linked to WashingtonPost.com Aug 28 and print edition on Aug 30, 2023,"Behind the AI boom, an army of overseas workers in ‘digital sweatshops.' (Print title: The AI boom's army works overseas in 'digital sweatshops.')" article that Al Smuzinski suggested during Aug 30, 2023, AI discussion: Member Suggestions page.
Added Bob Baker's updated continuing, Wed Aug 30, 2023, "Buy/Sell List Compendium" presentation: above.
Mon Aug 28, 2023
Added Al Smuzynski's Wed Aug 30, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Wed Aug 23, 2023, "Buy/Sell List Compendium" presentation: above.
Tue Aug 22, 2023
Added Al Smuzynski's Wed Aug 23, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Linked to WSJ.com Aug 18 and print edition on Aug 19, 2023,"The Ozempic Craze Could Put These Companies on a Crash Diet. (Print title: Stocks That Lose As We Lose Weight.)" article that Jim Coile suggested on Aug 20, 2023, related to Aug 16 Buy-Sell List discussion: Member Suggestions page.
Added Bruce Crawford's Wed Aug 16, 2023, invitation for all interested to attend the Thu Aug 24, 2023 "Delaware IBD (Investor's Business Daily) 10th Anniversary Meetup online (using Zoom)": Member Contribution page. Also added related Investor's Business Daily (IBD) link to our References > News page > section. Invited by Bruce Crawford during Wed Aug 16, 2023 Forum Buy-Sell discussion.
Linked to recent articles suggested by Bob Baker during Aug 16, 2023, Buy-Sell List discussion: Member Suggestions page.
– Barrons.com Aug 11 and print edition Aug 14, 2023, "DraftKings and Other Sports Gambling Apps Are Hitting the Jackpot With ‘Parlay’ Bets. As They Win, You Lose. (Print title: DraftKings and other online gambling companies are raking it in with 'parlay' wagers. As they win, you lose.)"
– WSJ.com Aug 11 and print edition Aug 12, 2023, "Stock Market’s Summer Rally Cools Off."
– WSJ.com Aug 11 and print edition Aug 12, 2023, " Index-Tracking ETFs Were All the Rage, Until Now."
Added Bob Baker's updated continuing, Wed Aug 16, 2023, "Buy/Sell List Compendium" presentation: above.
Mon Aug 14, 2023
Added Al Smuzynski's Wed Aug 16, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Linked to WashingtonPost.com Aug 8, 2023,"Moody’s downgrades 10 regional banks as crisis pressures persist" article that Tom Edmondson suggested in a Aug 9, 2023, email: Member Suggestions page.
Mon Aug 7, 2023
Added Bob Baker's members' "Buys, Sells, Thinking About – week ending Aug 4, 2023" list: Member Contribution page.
Jul 31, 2023
Added Bob Baker's members' "Buys, Sells, Thinking About – week ending Jul 28, 2023" list: Member Contribution page.
Linked to Goodreads synopsis of the Feb 25, 2020, "The Ultimate Retirement Guide For 50+" book that Ray Willson suggested during his book review at the Jul 26, 2023, Forum: Member Suggestions page.
Added Ray Willson's Jul 26, 2023, "Ray's Reviews – Suze Orman's The Ultimate Retirement Guide For 50+" book review presentation & notes: Member Contribution page.
Jul 24, 2023
Added Al Smuzynski's Jul 26, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jul 26, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Goodreads synopsis of the Jun 6, 2023, "Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis" book that Al Smuzynski suggested during his book review at the Jul 19, 2023, Forum: Member Suggestions page.
Jul 17, 2023
Added Al Smuzynski's Jul 19, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Linked to Barrons.com Jul 12, 2023,"How Berkshire Hathaway’s Utility Business Became a $90 Billion Win for Warren Buffett" article that Tom Crooker suggested in a Jul 12, 2023, email: Member Suggestions page.
Added Bob Baker's updated continuing, Jul 12, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to MarketWatch.com Jul 10, 2023,"Why this is not a good time to put more money into stocks" article that Tom Crooker suggested in a Jul 10, 2023, email: Member Suggestions page.
Jul 10, 2023
Added Al Smuzynski's Jul 12, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Linked to Barrons.com Jul 5, 2023,"The Trick to a Bullet-Proof Portfolio? Invest for the Very Worst of the Worst." article that Tom Crooker suggested in a Jul 5, 2023, email: Member Suggestions page.
Added Bob Baker's updated continuing, Jul 5, 2023, "Buy/Sell List Compendium" presentation: above.
Added Ray Willson's Jul 5, 2023, "Welcome to the World of AI" presentation & notes: Member Contribution page.
Linked to WSJ.com online Jul 2, 2023, (in print on Jul 3) "Investors Spurn Dividend-Paying Stocks as AI Booms. (print title: Investors Spurn Dividend Stocks)." article that Bob Baker and Garrett Ruhl discussed during the Jul 5, 2023, Forum: Member Suggestions page.
Jul 3, 2023
Added Al Smuzynski's Jul 5, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jun 28, 2023, "Buy/Sell List Compendium (2 weeks added)" presentation: above.
Jun 26, 2023
Added Al Smuzynski's Jun 28, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added David Toms' Jun 21, 2023, "Acquiring Two REITs: MPW & HASI" presentation: Member Contribution page.
Jun 19, 2023
Added Al Smuzynski's Jun 21, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jun 14, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to WSJ.com May 13, 2023, "Stock-Market Bulls See Room to Run. (print title: Sudden Surge in Bullishness Spurs Stocks)." article that Bob Baker suggested during the Jun 14, 2023, Forum:Member Suggestions page.
Linked to Fidelity independent advisory service website,"Fidelity Monitor and Insight" that Paul Howard suggested in his "My Financial Journey" presentation on Jun 7, 2023: Member Suggestions page. Also added this website to our Forum References page at Financial Newsletters, Videos, and Podcasts.
Linked to Vanguard independent advisory service website,"The Independent Vanguard Advisor" that Paul Howard suggested in his "My Financial Journey" presentation on Jun 7, 2023: Member Suggestions page. Also see this previously added website at our Forum References page at Financial Newsletters, Videos, and Podcasts.
Jun 12, 2023
Added Al Smuzynski's Jun 14, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jun 7, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Amazon.com synopsis of the May 19, 2023, "Grandma Sylvia's Guide to the Stock Market." book that Al Smuzynski suggested during the Jun 7, 2023, Forum: Member Suggestions page.
Jun 5, 2023
Added Al Smuzynski's Jun 7, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 31, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to VisualCapitalist.com Jun 5, 2023, article,"Ranked: America’s Largest Semiconductor Companies" that Bob Baker suggested in a Jun 5 email: Member Suggestions page.
May 29, 2023
Added Al Smuzynski's May 31, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 24, 2023, "Buy/Sell List Compendium" presentation: above.
Added Bob Baker's May 24, 2023, "Equity REITs" presentation: Member Contribution page.
Added Sy Sherman's May 17, 2023, "APPLE Update" presentation: Member Contribution page.
May 22, 2023
Added Al Smuzynski's May 24, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 17, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to WashingtonPost.com May 16, 2023, "Move over, U.S. dollar. China wants to make the yuan the global currency." article that Zach Teich suggested during the May 17, 2023, Forum:Member Suggestions page.
Linked to cnbc.com May 16, 2023, "Elon Musk talks Tesla, Twitter, and why he tweets freely - even if it costs him money." article describing interview with Elon Musk on CNBC News on May 16, 2023, that Bernie Doe suggested during the May 17, 2023, Forum: Member Suggestions page.
Linked to WashingtonPost.com May 2, 2023, article,"IBM could replace 7,800 jobs with artificial intelligence, CEO says." Describing statements by IBM CEO Arvind Krishna during an interview with Bloomberg News on May 1, 2023, that Bob Baker suggested during the May 17, 2023, Forum: Member Suggestions page.
May 15, 2023
Added Al Smuzynski's May 17, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 10, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Goodreads synopsis of the April 5, 2022, "The Anxious Investor: Mastering the Mental Game of Investing." book that Ray Willson suggested during the May 10, 2023, Forum: Member Suggestions page.
Linked to Barrons.com May 9, 2023,"These Are Wall Street's Most Hated Stocks. Why You Should Love Them." article that Tom Crooker suggested in a May 9, 2023, email: Member Suggestions page.
May 8, 2023
Added Al Smuzynski's May 10, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 3, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to WSJ.com May 2, 2023,"Investors Are Piling Into Actively Managed ETFs" article that Bob Baker suggested during the May 3, 2023, Forum: Member Suggestions page.
Linked to Barrons.com May 1, 2023,"Index Investors Won't like the Market's Next Phase" that includes subsection "The Risk of Seeing No Risk" article and audio that Bob Baker suggested during the May 3, 2023, Forum: Member Suggestions page.
Linked to Barrons.com Apr 27, 2023,"Banks Are In a Tough Spot as Rates Rise. 3 Places to Hide." article and audio that Rick Bell suggested during the May 3, 2023, Forum: Member Suggestions page.
May 1, 2023
Added Al Smuzynski's May 3, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Apr 26, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to the DiamondbackEnergy.com May, 2023, "Diamondback Energy Investor Presentation" that Bob Baker suggested (the Feb 2023 presentation) during the Apr 26, 2023, Forum: Member Suggestions page.
Linked to Passive Income Investing's Apr 16, 2023,"JEPI & JEPQ Covered Call ETFs Q&A w J.P. Morgan Portfolio Manager Hamilton Reiner" interview video that Bob Baker suggested during the Apr 19, 2023, Forum: Member Suggestions page.
Apr 24, 2023
Added Al Smuzynski's Apr 26, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Apr 19, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to recent articles on regulation, supplies and prospects of the electric vehicle (EV) market that may affect carmakers' stocks, suggested by Tom Edmonson in his Apr 17, 2023, email: Member Suggestions page.
– WashingtonPost.com, Apr 12, 2023, "Biden to remake U.S. auto industry with toughest emissions limits ever."
– WashingtonPost.com, Apr 11, 2023, "Buy an electric vehicle [EV] now or wait? Here’s how to decide."
– WashingtonPost.com, Apr 5, 2023, "Unleash the deep-sea robots? A quandary as EV makers hunt for metals." Apr 17, 2023
Added Al Smuzynski's Apr 19, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Apr 12, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Barrons.com Apr 12, 2023,"Energy Prices Are Rising Again. What It Means for Inflation (Energy Prices May Not Deflate the CPI for Long)."" article and audio that Bob Baker suggested during the Apr 12, 2023, Forum: Member Suggestions page.
Linked to the Cleveland Fed website that reports past, current and expected inflation as a product of the their Center for Inflation Research. Also added this website to our Forum References page at Research, Analysis & ToolsApr 10, 2023
Added Al Smuzynski's Apr 12, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Apr 5, 2023, "Buy/Sell List Compendium" presentation: above.
Apr 3, 2023
Added Al Smuzynski's Apr 5, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Mar 29, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to WashingtonPost.com Mar 23, 2023, "Ford expects its EV unit to lose $3 billion in 2023" article that Tom Edmondson suggested in his Mar 27, 2023, email: Member Suggestions page.
Linked to WashingtonPost.com Mar 21, 2023, "Former FDIC chair Sheila Bair on global banking system" interview audio and transcript that Tom Edmondson suggested in his Mar 27, 2023, email: Member Suggestions page.
Mar 27, 2023
Added Al Smuzynski's Mar 29, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Mar 22, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Barrons.com Mar 24, 2023, "Preferred Stocks Offer a Better Way to Bet on Banks" article that Al Smuzynski suggested for discussion at the Mar 29, 2023, Forum: Member Suggestions page.
Linked to The Economist Mar 21, 2023, "America's banks are missing hundreds of billions of dollars" article that Brenda Bloch-Young suggested during initial discussions about bank failures and Fed approach to "repo facility" at the Mar 22, 2023, Forum: Member Suggestions page.
Added links for "FDIC," "FINRA," "SEC," "SEC's Investor.gov website," and "SIPC." Forum References page at Other Investor Educational Resources.
Added Al Smuzynski's Mar 22, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Mar 15, 2023, "Buy/Sell List Compendium" presentation: above.
Mar 13, 2023
Added Al Smuzynski's Mar 15, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list with Performance Data appended: Topics page.
Linked to Barrons.com Mar 10, 2023,"Warren Buffett’s Berkshire Hathaway Can Capitalize on Market Turmoil" article that Tom Crooker suggested in a Mar 10, 2023, email: Member Suggestions page.
Added David Toms' Mar 8, 2023, "Business Development Companies" presentation file: Member Contribution page.
Added Bob Baker's updated continuing, Mar 8, 2023, "Buy/Sell List Compendium" presentation: above.
Updated link for "The Independent Vanguard Advisor," formerly "The Independent Advisor for Vanguard Investors," and deleted link for "Jim Lowell's Fidelity Newsletter," that have been dropped by their Investor Place publisher, per Paul Howard email: Forum References page at Financial Newsletters.
Mar 6, 2023
Added Al Smuzynski's Mar 8, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list with Performance Data appended: Topics page.
Linked to recent articles suggested by Tom Crooker in a Mar 2, 2023, email: Member Suggestions page.
– Yahoo.com, Mar 2, 2023, "Israel and Iran edge closer to war, but experts say conflict isn't inevitable"
– Barrons.com, Mar 1, 2023, "Energy Execs Are Now Paid to Pump Cash, Not Oil"
– WSJ.com, Feb 26, 2023, "Opinion | S.O.S for the U.S. Electric Grid"
Added David Toms' Mar 1, 2023, "Technical_Analysis_with_StockCharts.com" presentation file: Member Contribution page.
Related to opening discussions at the Mar 1, 2023, Forum, added link for "US Treasuries Yield Curve" on the Forum References page at Research, Analysis & Tools
Linked to Barron's Feb 27, 2023, print edition and Barrons.com Feb 24, 2023,"The Wacky U.S. Economy: What Everyone Got Wrong About the Economy—and the Ominous Implications for the Fed" article that Al Smuzynski suggested during the opening discussion at the Mar 1, 2023, Forum: Member Suggestions page.
Feb 27, 2023
Added Al Smuzynski's Mar 1, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list with Performance Data appended: Topics page.
Added Bob Baker's updated continuing, Feb 22, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Feb 22, 2023, Reuters.com " Analysis: U.S. stocks' early-year rally is melting away as Treasury yields surge" article that Bob Baker suggested during his Feb 22, 2023, Buy-Sell discussion: Member Suggestions page.
Feb 20, 2023
Added Al Smuzynski's Feb 22, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Feb 15, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Feb 10, 2023, Barrons.com "Money Markets Pay 4.5%. If You're Getting Less on a Sweep Account, It's Time for 'Cash Sorting'" article that Bob Baker suggested during his Feb 15 Buy-Sell discussion: Member Suggestions page.
Linked to Feb 13, 2023, Barrons.com "Markets Are Expecting a Miracle" guest commentary and audio that Tom Crooker suggested in his Feb 15 email: Member Suggestions page.
Linked to Mar 14, 2022, Barrons.com "Warren Buffett Runs Berkshire Hathaway Like It's the 1960s. That's Not a Bad Thing" article that Tom Crooker suggested in his Feb 15 email: Member Suggestions page.
Linked to SimplySafeDividends.com recent articles that may be of interest to dividend income investors that Bob Baker suggested in a Feb 3 email: Member Suggestions page.
– Feb 3, 2023, Speculative Stocks Surge: Dividend Investors Can Tune Out the Noise
– Jan 24, 2023, Dividend Stocks Versus Bonds for Retirement Income
– Feb 1, 2023, Top 25 High Dividend Stocks Yielding 4% to 10%+
– Feb 1, 2023, 2023 Monthly Dividend Stocks List: All 60 Ranked and Analyzed
– Feb 1, 2023, 20 Best Recession-Proof Dividend Stocks for a 2023 Downturn
Added Bruce Crawford's Feb 2, 2023, "F202Z Investing Potpourri: Selecting Defense Stocks Using the Govini National Security Scorecard-Critical Technologies Edition" presentation file and class video location: Member Contribution page.
Feb 13, 2023
Added Al Smuzynski's Feb 15, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Feb 8, 2023, "Buy/Sell List Compendium" presentation: above.
Feb 6, 2023
Added Al Smuzynski's Feb 8, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Feb 1, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Feb 1, 2023, WashingtonPost.com "Raimondo's approach to semiconductors is a key test of her skills" opinion column that Tom Edmondson suggested in his Feb 2 email cited for topicality and newsworthiness, not necessarily as endorsement of the author's viewpoints Member Suggestions page.
Linked to Feb 1, 2023, WashingtonPost.com "Industry's last great electric-car skeptic accepts the inevitable" opinion column that Tom Edmondson suggested in his Feb 2 email cited for topicality and newsworthiness, not necessarily as endorsement of the author's viewpoints Member Suggestions page.
Added David Toms' Jan 26, 2023, "F202Z Investing Potpourri: Investing In Alternative Energy -- Hydrogen, Batteries, Wind, Solar" presentation file and class video location: Member Contribution page.
Jan 30, 2023
Added Al Smuzynski's Feb 1, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jan 25, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Jan 26, 2023, SimplySafeDividends.com "2023 Dividend Aristocrats List: All 68 + Our Top 5 Picks" article that Bob Baker suggested in his Jan 27 email: Member Suggestions page.
Linked to Jan 24, 2023, Barrons.com "The Fed’s Impossible Choice" article that Tom Crooker suggested in his Jan 26 email: Member Suggestions page.
Jan 23, 2023
Added Al Smuzynski's Jan 25, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jan 18, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to FRED.StLouisFed.org "Federal Reserve Econonmic Data (FRED)" website that Al Smuzynski suggested during opening remarks at the Jan 18 Forum: Member Suggestions page. Also added the link Federal Reserve Econonmic Data (FRED) to our Forum References page at Research, Analysis & ToolsJan 16, 2023
Added Al Smuzynski's Jan 18, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jan 11, 2023, "Buy/Sell List Compendium" presentation: above.
Added David Breese's Jan 11, 2023, "Quants: What Are They?" presentation: Member Contribution page.
Linked to Jan 6, 2023, FASTGraphs.com "Dogs of the DOW: Lessons On Valuation And Dividend Growth | FAST Graphs™" blog and YouTube presentation that Bob Baker suggested during his Jan 11 Buy-Sell discussion: Member Suggestions page.
Linked to Jan 2, 2023, SimplySafeInvestments.com "2023 Dogs of the Dow [& Dividend Safety Scores™]" article that Bob Baker suggested because of Bruce Crawford's question during Bob's Jan 11 Buy-Sell discussion: Member Suggestions page.
Jan 9, 2023
Added Al Smuzynski's Jan 11, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Financial Links to this Website's References page: Preferred Stock Channel under Stocks and Heat Maps (FinViz) and Bubble Maps (FinViz) under Research, Analysis & Tools, since they were discussed during the Jan 4 Forum.
Added Bob Baker's updated continuing, Jan 4, 2023, "Buy/Sell List Compendium" presentation: above.
Linked to Jan 6, 2023, Barrons.com "BP and Shell vs. Exxon and Chevron: The Mystery of Big Oil’s P/E Gap" article that Tom Crooker suggested in his Jan 6 email with the comment 'BP and Shell look like bargains': Member Suggestions page. Requires a Barron's subscription
Linked to Dec 3, 2022, Yahoo.com " This is how much the average American 60-year-old has in retirement savings — see how your nest egg compares" article that Tom Edmondson suggested in his Jan 5 email re Jan 4 Forum discussion on Retirement Savings: Member Suggestions page. Free download.
Linked to Aug 5, 2022, Motley Fool.com "Average Retirement Savings in the U.S.: $65,000" article that Tom Edmondson suggested in his Jan 5 email re Jan 4 Forum discussion on Retirement Savings: Member Suggestions page. Free download.
Linked to Jul 30, 2022, CNBC.com " Here’s how much Americans have saved for retirement at every age" article that Tom Edmondson suggested in his Jan 5 email re Jan 4 Forum discussion on Retirement Savings: Member Suggestions page. Free download.
Linked to Jun 2022 Vanguard.com "How America Saves 2022" report referenced by the Yahoo and CNBC articles that Tom Edmondson suggested in his Jan 5 email re Jan 4 Forum discussion on Retirement Savings: Member Suggestions page. Free download.
Jan 2, 2023
Added Al Smuzynski's Jan 4, 2023, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Linked to Dec 28, 2022, Marketwatch.com "These five trading days accounted for nearly all of the S&P 500’s losses in 2022" article, that Tom Crooker suggested in a Dec 28 email: Member Suggestions page.
Linked to Dec 14, 2022, Morningstar.com "Best Innovative Companies to Own: 2023 Edition" article, that Tom Crooker suggested in a Dec 28 email: Member Suggestions page.
Dec 26, 2022
Added Bob Baker's Dec 26, 2022, Members' "Buy-Sell List – week ending Dec 23, 2022" compilation: Member Contribution page.
Linked to Dec 21, 2022, Barrons.com "PepsiCo, Kellogg, and Other Stocks That Can Thrive During a Recession" article that Tom Crooker suggested in a Dec 21 email: Member Suggestions page.
Dec 19, 2022
Added Bob Baker's Dec 18, 2022, Members' "Buy-Sell List – week ending Dec 16, 2022" compilation: Member Contribution page.
Added Bob Baker's updated continuing, Dec 14, 2022, "Buy/Sell List Compendium" presentation: above.
Linked to CNN.com Dec 13, 2022, "Ford F-150 Lightning named MotorTrend Truck Of the Year, the second electric pickup in a row" article that Tom Edmonson suggested in a Dec 14 email: Member Suggestions page.
Linked to electrek.co Dec 13, 2022, "Ford adds third shift to ramp production of its F-150 Lightning electric pickup" article that Tom Edmonson suggested in a Dec 14 email: Member Suggestions page.
Dec 12, 2022
Added Al Smuzynski's Dec 14, 2022, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Al Smuzynski's Dec 7, 2022, Forum Agenda with Bob Baker's members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Dec 7, 2022, "Buy/Sell List Compendium" presentation: above. This is cumulative and includes all weekly Buy/Sell Lists discussed through the Dec 7 Forum.
Linked to Nov 11, 2022, Barrons.com "Crypto Self-Destructs Yet Again. Inside FTX’s Failure." article, also has Nov 14, 2022, e-print edition Contents' headline "FTX's Failure Isn't Just a Problem for Crypto", that Al Brueckmann suggested during opening remarks at the Dec 7 Forum: Member Suggestions page.
Linked to Nov 25, 2022, Barrons.com "A BDCs Sport Lofty Yields, But the Risks Are Growing. Time to Steer Clear." article that Bob Baker suggested during Buy/Sell remarks at Nov 30 Forum: Member Suggestions page.
Linked to undated SimplySafeDividends.com "A Guide to Investing in Business Development Companies (BDCs)" article that Bob Baker suggested in a Nov 28 email: Member Suggestions page.
Nov 28, 2022
Added Al Smuzynski's Nov 30, 2022, Forum Agenda with members' Buy-Sell lists for the past 2 weeks appended: Topics page.
Linked to Nov 18, 2022, NYTimes.com "Are the Federal Reserve’s Rate Increases Working?" column that Tom Edmondson suggested in a Nov 22 email: Member Suggestions page.
Nov 21, 2022
Added Bob Baker's, Members' "Buy-Sell List – week ending Nov 18, 2022" compilation: Member Contribution page.
Added Bob Baker's updated continuing, Nov 16, 2022, "Buy/Sell List Compendium" presentation: above.
Linked to Nov 11, 2022, Forbes.com "High-Income Consumers Plan Fewer Gifts And More Travel, Cutting Into Retail Holiday 2022 Sales" article on caution re consumer discretionary stocks suggested by Tom Edmondson in Forum opening remarks chat on Nov 16, 2022: Member Suggestions page.
Linked to Nov 16, 2022, Barrons.com "The Signs of a Soft Landing Are Coming Into View" article discussed by David Toms in Forum opening remarks on Nov 16, 2022: Member Suggestions page.
Nov 14, 2022
Added Al Smuzynski's Nov 16, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added link to Nov 10, 2022, MarketWatch.com "Why Investors Should Lower Expectations for Making Money on Stocks" article by Sandy Ward suggested by Tom Crooker by email on Nov 11, 2022: Member Suggestions page.
Added Bob Baker's updated continuing, Nov 9, 2022, "Buy/Sell List Compendium" presentation: above.
Nov 7, 2022
Added Al Smuzynski's Nov 9, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Nov 2, 2022, "Buy/Sell List Compendium" presentation: above.
Added Jim Dann's Nov 2, 2022, "Barron's 'Best Mutual Funds'" presentation: Member Contribution page.
Added link to Oct 7, 2022, Barrons.com "The Best Active Mutual Funds for Long Term Investors " article by Debbie Carlson suggested by Jim Dann's Forum presentation on Barron's 'Best Mutual Funds': Member Suggestions page.
Oct 31, 2022
Added Ray Willson's (sitting in for Al Smuzynski) Nov 2, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Oct 26, 2022, "Buy/Sell List Compendium" presentation: above.
Oct 24, 2022
Added Al Smuzynski's Oct 26, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Oct 17, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Oct 17, 2022, Noahpinion.substack.com "Biden declares economic war on the Chinese semiconductor industry " article by Noah Smith suggested by Al Smuzynski in Forum opening discussion: Member Suggestions page.
Added link to Oct 17, 2022, Barrons.com "Watch Out, Tesla. Berkshire Hathaway’s Market Cap Surges " article by Andrew Bary suggested by Tom Crooker in Oct 17 email: Member Suggestions page.
Oct 17, 2022
Added Al Smuzynski's Oct 19, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Oct 12, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Oct 14, 2022, CNBC.com "Signs emerge that the big drivers behind this hot inflation reading are starting to cool " article by Ron Insana suggested by Tom Crooker by email on Oct 14, 2022: Member Suggestions page.
Added link to Wikipedia.org synopsis of "The Intelligent Investor " book suggested by Bob Shaffer during his My Investor Journey presentation at the Oct 12 Forum: Member Suggestions page.
Added link to Simon & Schuster synopsis of "Where the Money Is" book suggested by Bob Shaffer during his My Investor Journey presentation at the Oct 12 Forum: Member Suggestions page.
Oct 10, 2022
Added Al Smuzynski's Oct 12, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Oct 5, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Oct 6, 2022, MarketWatch.com "Opinion: Inflation is going to fall just as fast as it rose, and that's investors' cue to enter the stock market " article by Michael Bush suggested by Tom Crooker by email on Oct 8, 2022: Member Suggestions page.
Added link to Oct 5, 2022, WSJ print ed. [WSJ.com Oct 4] "Is the Inflation Cure Worse Than the Disease? " Letter To Editor suggested by Al Smuzinski during his opening comments at the Oct 5 Forum: Member Suggestions page.
Oct 3, 2022
Added Al Smuzynski's Oct 5, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Sep 28, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Sep 6, 2022, Barrons.com "Florida Firm to Pay Nearly $1M to Settle Share Class [12b-1 fee] Overcharges " article by Kenneth Corbin suggested by Al Smuzynski during his SEC 12b-1 Fee presentation at the Sep 28 Forum: Member Suggestions page.
Added link to Jul 29, 2022, Investopedia.com "12b-1: Understanding Mutual Fund Fees" article by The Investopedia Team suggested by the SEC 12b-1 Fee discussion at the Sep 28 Forum: Member Suggestions page.
Added link to Sep 28, 2022, Investopedia.com "What Causes Inflation ?" article suggested by Inflation discussion at the Sep 28 Forum: Member Suggestions page.
Sep 26, 2022
Added Al Smuzynski's Sep 28, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Sep 21, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Sep 22, 2022, NYTimes.com "Central Banks Accept Pain Now, Fearing Worse Later" article suggested by Lou Coglianese during his opening discussion at Sep 21 Forum: Member Suggestions page.
Added link to Sep 20, 2022, CNBC.com "Full Interview With Legendary Investor Leon Cooperman" video suggested by Tom Crooker and Bob Baker during their opening comments at Sep 21 Forum: Member Suggestions page.
Sep 19, 2022
Added Al Smuzynski's Sep 21, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added link to Sep 16, 2022, CNBC.com "How investors should approach this bear market " article suggested by Tom Crooker in Sep 16 email: Member Suggestions page.
Added Bob Baker's updated continuing, Sep 14, 2022, "Buy/Sell List Compendium" presentation: above.
Added Bob Baker's Sep 14, 2022, "My Personal Investing Journey" presentation: Member Contribution page.
Added link to Sep 2, 2022, Barrons.com "Buy Target Stock. The Retailer's Problems Won't Last Forever. " article suggested by member during Buy-Sell discussion at Sep 14 Forum: Member Suggestions page.
Added link to Sep 13, 2022, NYTimes.com "Stock Trades Reported by Nearly a Fifth of Congress Show Possible Conflicts " study report suggested by Al Smuzynski during his opening discussion at Sep 14 Forum: Member Suggestions page.
Sep 12, 2022
Added Al Smuzynski's Sep 14, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Sep 7, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Sep 7, 2022, US Chamber of Commerce (USChamber.com) "Understanding America's Labor Shortage: The Most Impacted Industries" article suggested by Al Smuzynski in opening discussion about labor shortages during Sep 7 Forum: Member Suggestions page.
Reminder that there a link for TreasuryDirect.gov (Series I Bonds, et al.) on our website References > Bonds page > section. Suggested by Al Smuzinski in his Sep 5 Forum discussion about buying Series I Bonds through Treasury Direct.
Sep 5, 2022
Added Al Smuzynski's Sep 7, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Aug 31, 2022, "Buy/Sell List Compendium" presentation: above.
Aug 29, 2022
Added Al Smuzynski's Aug 31, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Aug 24, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Aug 24, 2022, Barrons.com "Paying Dividends: Energy Companies Dominate Top-Yielding Stocks " article suggested by Bob Baker in Aug 24 Forum discussion: Member Suggestions page.
Added link to Aug 3, 2022, Pioneer(PXD) "Pioneer Q2 2022 Earnings" investor presentation suggested by Bob Baker in Aug 24 Forum discussion: Member Suggestions page.
Aug 22, 2022
Added Al Smuzynski's Aug 24, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added link to Aug 16, 2022, Congress.gov "Inflation Reduction Act signed into Law as PL117-169," text, CRS Summary, and legislative history as suggested by discussion led by Al Smuzynski at Aug 17 Forum: Member Suggestions page.
Added link to Aug 17, 2022, WSJ.com "Hydrogen Planes Show Promise-and Their Limitations" article suggested by member as a result of opening discussion about Hydrogen power during Aug 17 Forum: Member Suggestions page.
Added link to February, 2022, Great Plains Institute "An Atlas of Carbon and Hydrogen Hubs for US Decarbonization" report suggested by Bruce Craword during opening discussion about Hydrogen energy during Aug 17 Forum: Member Suggestions page.
Added Bob Baker's updated continuing, Aug 17, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Investopedia.com "Golden Cross Definition (vs. Death Cross)" article suggested by Buy-Sell discussion at Aug 17 Forum: Member Suggestions page.
Aug 15, 2022
Added Al Smuzynski's Aug 17, 2022, Forum Agenda with members' Buy-Sell lists for weeks ending Jul 29, Aug 5, and Aug 12 appended: Topics page.
Added link to Aug 1, 2022, Barrons.com "Intel Could Be Worth More Dead Than Alive. Why This Analyst Sees 50% Upside." article suggested by Tom Crooker in Aug 3 email: Member Suggestions page.
Added link to May 16, 2022, Barron's print edition "Shell Still Looks Like a Bargain in The Oil Patch" article suggested by Rick Bell in buy-sell discussion at Jul 27 Forum: Member Suggestions page.
Added link to Jul 25, 2022, WSJ.com "Shell to Proceed With Jackdaw Natural-Gas Project as U.K., Europe Seek New Supply" article suggested by Jim Coile as a result of buy-sell discussion at Jul 27 Forum: Member Suggestions page.
Aug 1, 2022
Added Bob Baker's, Members' "Buy-Sell List – week ending Jul 29, 2022" compilation: Member Contribution page.
Added Bob Baker's updated continuing, Jul 27, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Jul 23, 2022, WashingtonPost.com "In Detroit, the chip shortage has left the city eerily short of cars" article suggested by Al Smuzynski at Jul 27 Forum: Member Suggestions page.
Added link to the 3rd Quarter, 2022, HartfordFunds.com Insight "Six Charts On The Bear Market Story and What's Next" article suggested by Tom Crooker at Jul 27 Forum: Member Suggestions page.
Added link to current Wikipedia.com "U.S. Bear Market of 2007-2009" article suggested by Alice Lippert at Jul 27 Forum: Member Suggestions page.
Added link to Jul 25, 2002, WSJ.com "Shell to Proceed With Jackdaw Natural-Gas Project as U.K., Europe Seek New Supply" article suggested by Jim Coile as a result of buy-sell discussion at Jul 27 Forum: Member Suggestions page.
Jul 25, 2022
Added Al Smuzynski's Jul 27, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jul 20, 2022, "Buy/Sell List Compendium" presentation: above.
Added Bruce Crawford's Jul 20, 2022, "Point & figure charts for newbies" presentation: Member Contribution page.
Added Jim Dann's Jul 20, 2022, "Comparison of Fidelity Health Sector Funds" presentation: Member Contribution page.
Added Brenda Bloch-Young's Jul 7, 2022, "F202/F202Z Investment Potpourri: Chips Are Not the Same" presentation: Member Contribution page.
Added link to Summer 2022, Richmond Federal Reserve Bank (FRB) "Econ Focus" magazine suggested by Al Smuzinski in Jul 20, 2022, Forum: Member Suggestions page.
Added link to Summer 2022 Richmond FRB Econ Focus magazine "Is Dollar Dominance in Doubt" article suggested by Al Smuzinski in Jul 20, 2022, Forum: Member Suggestions page.
Added link to Summer 2022 Richmond FRB Econ Focus magazine "Fed Eyes Central Bank Digital Currency" article suggested by Al Smuzinski in Jul 20, 2022, Forum: Member Suggestions page.
Added link to Summer 2022 Richmond FRB Econ Focus magazine "Interview with Tyler Cowen" article suggested by Al Smuzinski in Jul 20, 2022, Forum: Member Suggestions page.
Added link to Jul 20, 2022, WashingtonPost.com "The Strong Dollar Is a Vote of Confidence in America" article suggested by Brenda Bloch-Young in Jul 20, 2022, Forum: Member Suggestions page.
Added links to Wikipedia.org and Nasdaq.com "DXY, the U.S. Dollar Index" explanations as discussed by Brenda Bloch-Young in Jul 20, 2022, Forum: Member Suggestions page.
Added link to Investopedia.com "VIX, the Fear Index" explanation as raised in a member chat question during the Jul 20, 2022, Forum: Member Suggestions page.
Jul 18, 2022
Added Al Smuzynski's Jul 20, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jul 13, 2022, "Buy/Sell List Compendium" presentation: above.
Jul 11, 2022
Added Al Smuzynski's Jul 13, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added several links to the Fear & Greed Index, Think or Swim - paper Money, StockCharts.com, BarChart.com, and Delaware Focus List analysis tools on our References > Research, Analysis & Tools page > section. Suggested by Bruce Crawford during Jul 29 Forum Buy-Sell discussion.
Jul 4, 2022
Added Al Smuzynski's Jul 6, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jun 29, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Jul 1, 2022, Barrons.com "Yields Are Above 8%. It's Time to Get Excited About Income Investing" article suggested by David Toms and Al Smuzinski by emails on Jul 2: Member Suggestions page.
Added link to Jul 1, 2022, NYTimes.com "Wonking Out: Taking the ‘Flation’ Out of Stagflation" opinion article suggested by Thomas Kaufman by email on Jul 2: Member Suggestions page.
Added link to Jun 27, 2022, WSJ.com "STREETWISE: Larry Summers Nailed Inflation. But Is He Right on What Comes Next?" article suggested by Hugh Conway at Jun 29 Forum: Member Suggestions page.
Added link to Jun 29, 2022, Barrons.com "Dividend Restraint Shows Banks Have Learned Some Lessons From the Last Crisis" article suggested by Bob Baker at Jun 29 Forum: Member Suggestions page.
Added link to Jun 23, 2022, SeekingAlpha.com "All 34 banks in Federal Reserve's stress test would weather severe recession" article suggested by Bob Baker at Jun 29 Forum: Member Suggestions page.
Added link to Jun 22, 2022, Federal Reserve.gov "2022 Federal Reserve [Bank] Stress Test Results" report suggested by Bob Baker at Jun 29 Forum: Member Suggestions page.
Jun 27, 2022
Added Al Smuzynski's Jun 29, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added link to Jun 24, 2022, MarketWatch.com "Analysts see lowest grades for Bank of America and JPMorgan in Fed’s stress test." article suggested by Hugh Conway on Jun 24: Member Suggestions page.
Added Bob Baker's updated continuing, Jun 22, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Jun 22, 2022, Washington Post "This inflation-proof bond is paying 9.62%. Here’s how to buy it." article suggested by Brenda Bloch-Young and Marvin Singer during the Jun 22 Forum: Member Suggestions page.
Jun 20, 2022
Added Al Smuzynski's Jun 22, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jun 15, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Jun 15, 2022, WSJ.com "[Print Title] Crypto Meltdown Worsens As Coinbase, Celsius Retrench" article suggested by Bob Baker: Member Suggestions page.
Added link to Jun 15, 2022, Morningstar.com "The stock market is not going to zero: How this individual investor with 70 years of experience is trading the bear market" article suggested by Tom Crooker: Member Suggestions page.
Added link to Jun 15, 2022, Washington Post "Seven ways you can financially prepare for a recession" article suggested by Al Smuzynski during the Jun 15 Forum: Member Suggestions page.
Added link to Jun 6, 2022, NBER.org "Comparing Past & Present Inflation" working paper suggested by Hugh Conway during the Jun 15 Forum: Member Suggestions page.
Added link to May 9, 2022, Barrons.com "The Fed Hikes and Investors Scramble for Cover (with subtitle "A Preferred [stocks] Opportunity")" article suggested by Rick Bell during the Jun 15 Forum: Member Suggestions page.
Jun 13, 2022
Added Al Smuzynski's Jun 15, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added link to Jun 4/5, 2022, Washington Post "Economy shows resilience..." article suggested by Tom Crooker during the Jun 8 Forum: Member Suggestions page.
Jun 6, 2022
Added Al Smuzynski's Jun 8, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Jun 1, 2022, "Buy/Sell List Compendium" presentation: above.
May 30, 2022
Added Al Smuzynski's Jun 1, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 25, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to May 27, 2022, Barrons.com "Buy the Dip and other Tips for Retirement Investors" article suggested by Al Smuzynski in Jun 1 Agenda: Member Suggestions page.
May 23, 2022
Added Al Smuzynski's May 25, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 18, 2022, "Buy/Sell List Compendium" presentation: above.
Added Phil Crooker's May 18, 2022, "Is It A Risky Scheme? Some Ideas for the Pharma Industry Investor " presentation: Member Contribution page.
Added link to Apr 4, 2022, Barrons.com "3 Energy Companies That Should Buy Back Stock--and 4 That Should Not." article suggested by Rick Bell discussion about Coterra Energy: Member Suggestions page.
May 16, 2022
Added Al Smuzynski's May 18, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 11, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to May 11, 2022, Morningstar.com "Which of the Largest Stocks Are Undervalued?" article suggested by Tom Crooker: Member Suggestions page.
Added link to Jun 1, 2022, Kiplinger's Personal Finance "Profit From Healthy Profit Margins" article suggested by Jim Dann: Member Suggestions page.
Added link to May 8, 2022, Barrons.com "It’s Not Just Tesla. 8 Other Stocks to Play the Future of Transportation." article suggested by Bob Baker: Member Suggestions page.
Added link to May 10, 2022, WSJ.com "‘Buy the Dip’ Believers Are Tested by Market’s Downward Slide" article suggested by Tom Crooker: Member Suggestions page.
Added general instructions on the Member Suggestions page describing how to use A-Z lists for all local Libraries similarly to the Fairfax County Library A-Z listing.
Added general instructions on the Member Suggestions page about how to install "Libby by Overdrive" on members' mobile devices and computer browsers to facilitate use of new FREE "Library of Virginia" magazine services.
May 10, 2022
Added Al Smuzynski's May 11, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, May 4, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to May 5, 2022, Morningstar.com "2022 Selloff Has Left the U.S. Stock Market Undervalued" article suggested by Tom Crooker: Member Suggestions page.
Added link to May 2022, Kiplinger's Personal Finance "Subdued Stock Returns Ahead" article suggested by Tom Crooker and Jim Dann: Member Suggestions page.
Added link to May 2, 2022, Yahoo.com/Finance "Warren Buffett reminds the world about 3 legendary investing tips: Morning Brief" article suggested by Tom Crooker: Member Suggestions page.
May 2, 2022
Added Al Smuzynski's May 4, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added link to Apr, 2022, AlpineREIT.com "Investor Presentation" suggested by Bob Baker: Member Suggestions page.
Added Bob Baker's updated continuing, Apr 27, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Apr 27, 2022, MarketWatch.com "Are recession worries overblown? Here’s why a downturn appears far off" article suggested by Tom Crooker: Member Suggestions page.
Added link to Apr 19, 2022, MarketWatch.com "You need to pay more attention to dividends – this math shows why they beat inflation" article and audio suggested by Tom Crooker: Member Suggestions page.
Apr 25, 2022
Added Al Smuzynski's Apr 27, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Apr 20, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Apr 19, 2022, WSJ.com "Blackstone Bets on Campus Housing With $13 Billion Acquisition (of REIT ACC)" article suggested by Bob Baker: Member Suggestions page.
Added Bob Baker's Apr 20, 2022, "REITS: Real Estate Investment Trusts" presentation: Member Contribution page.
Apr 18, 2022
Added Al Smuzynski's Apr 20, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added link to Apr 14, 2022, Barrons.com article "He Talks to Taxi Drivers and Bartenders for Research. Here Are His Stock Picks." suggested by Tom Crooker: Member Suggestions page.
Added Bob Baker's updated continuing, Apr 13, 2022, "Buy/Sell List Compendium" presentation: above.
Added David Toms' Apr 13, 2022, "Business Development Companies (BDCs)" presentation: Member Contribution page.
Added link to Apr 13, 2022, BetOnIt@substack.com Caplan blog "What the Hell Is Going On With the Economy" suggested by Brenda Bloch-Young: Member Suggestions page.
Added link to Apr 7, 2022, Barrons.com article "Inflationary Psychology Has Set In. Dislodging It Won’t Be Easy." suggested by Tom Crooker: Member Suggestions page.
Added link to Apr 6, 2022, MoneyForTheRestOfUs.com podcast " Investing in Business Development Companies (BDCs)" suggested by William Tuerk: Member Suggestions page.
Apr 11, 2022
Added Al Smuzynski's Apr 13, 2022, Forum Agenda with members' Buy-Sell list appended: Topics page.
Added Bob Baker's updated continuing, Apr 6, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Apr 7, 2022, Morningstar.com article and video "Why Utilities Stocks Look Risky Today" suggested by Tom Crooker: Member Suggestions page.
Apr 4, 2022
Added Al Smuzynski's Apr 6, 2022, "Fixed Income - Duration" presentation: Member Contribution page.
Added the Apr 6, 2022, Forum Agenda to Topics page.
Added Bob Baker's updated continuing, Mar 30, 2022, "Buy/Sell List Compendium" presentation: above.
Added link to Mar 29, 2022, Morningstar.com article and video "Dividend Stock Deep Dive: Utilities" suggested by Tom Crooker: Member Suggestions page.
Mar 28, 2022
Added the Mar 30, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Mar 23, 2022, "Buy/Sell List Compendium" presentation: above.
Linked to probably Feb, 2022, ISC.com "Breaking Down the Hydrogen Hype: Economic and Legal Considerations" recorded webinar suggested by David Toms: Member Suggestions page.
Mar 21, 2022
Added the Mar 23, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Mar 16, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Mar 15, 2022, WSJ.com "Saudi Arabia Considers Accepting Yuan Instead of Dollars for Chinese Oil Sales" article suggested by Robert Shaffer: Member Suggestions page.
Link to Mar 15, 2022, WashingtonPost.com "The Fed is charting a course to stagflation and recession"
article suggested by Al Smuzynski: Member Suggestions page.
Link to Mar 11, 2022, Barrons.com "Recession Rumbles Grow Louder as Impact of Economic Stimulus Fades"
article suggested by Al Smuzynski: Member Suggestions page.
Mar 14, 2022
Added the Mar 16, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Mar 9, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Mar 3, 2022, Backend Benchmarking's "The Robo Report™ and The Robo Ranking™" report suggested by Brenda Bloch-Young: Member Suggestions page.
Mar 7, 2022
Added the Mar 9, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Mar 2, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Lou Coglianese's Mar 2, 2022, "Hydrogen ETFs - Performance and Composition" presentation: Member Contribution page.
Feb 28, 2022
Added the Mar 2, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Feb 23, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Jim Dann's Feb 23, 2022, "Bond Mutual Funds: Investing when Interest Rates are Rising" presentation: Member Contribution page.
Feb 21, 2022
Added the Feb 23, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Feb 16, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Brenda Bloch-Young's Feb 15, 2022, "F203 Investing Potpourri: Video Gaming " presentation to OLLI's F203 Winter-term class: Member Contribution page.
Link to Feb 14, 2022, Morningstar.com "The Inflation Hedges Haven't Hedged"
article suggested by Tom Crooker: Member Suggestions page.
Link to Ray Willson's Feb 8, 2022, "F203 Investing Potpourri: Defense Industry Overview " presentation to OLLI's F203 Winter-term class: Member Contribution page.
Link to Feb 8, 2022, Morningstar.com "7 Undervalued Stocks With Growing Dividends"
article suggested by Tom Crooker: Member Suggestions page.
Link to Feb 8, 2022, WSJ.com "Investors Gobble Up Dividend Stocks During Market Turbulence"
article suggested by Bob Baker: Member Suggestions page.
Feb 14, 2022
Added the Feb 16, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Feb 9, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Feb 7, 2022, Barrons.com "Berkshire Hathaway’s Utility Business Is a Crown Jewel"
article suggested by Tom Crooker: Member Suggestions page.
Feb 7, 2022
Added the Feb 9, 2022, Forum Agenda to Topics page.
Link to Bob Baker's Jan 27 & Feb 3, 2022, "F202 Tech Tools for Investors: FinViz & Simply Safe Dividends - A Closer Look " presentation to OLLI's F202 Winter-term classes: Member Contribution page.
Link to David Toms' Feb 2, 2022, "F203 Investing Potpourri: Clean Energy" presentation to OLLI's F203 Winter-term class: Member Contribution page.
Updated link to Bob Baker's continued, Feb 2, 2022, "Buy/Sell List Compendium" presentation: above.
Link to Feb 1, 2022, MarketWatch.com's "Pullback an Opportunity to Pick Up Undervalued Stocks" article suggested by Tom Crooker: Member Suggestions page.
Feb 1, 2022
Added the Feb 2, 2022, Forum Agenda to Topics page.
Link to Jan 20, 2022, Barrons.com's "Investors Are Fixated on Interest Rates, But Profit Margins Drive the Market"
article suggested by Tom Crooker: Member Suggestions page.
Updated link to Bob Baker's continued, Jan 26, 2022, "Buy/Sell List Compendium" presentation: above.
Jan 24, 2022
Added the Jan 26, 2022, Forum Agenda to Topics page.
Added three Congressional Research Service (CRS) In Focus reports to the References>Investor Education drop down link on the Menu above. Linked all documents listed there to their pdf's on the CRS website where they are kept current. The three new report topics are Credit Unions, ESG Issues, and Financial Cybersecurity, bringing the total to 14 topics.
Link to Jan 20, 2022, MarketWatch.com's "‘Good luck! We’ll all need it’: U.S. market approaches end of ‘superbubble,’ says Jeremy Grantham" article suggested by Tom Crooker: Member Suggestions page.
Updated link to Bob Baker's continued, Jan 19, 2022, "Buy/Sell List Compendium" presentation: above.
Jan 17, 2022
Added the Jan 19, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Jan 12, 2022, "Buy/Sell List Compendium" presentation: above.
Jan 10, 2022
Added the Jan 12, 2022, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Jan 5, 2022, "Buy/Sell List Compendium" presentation: above.
Revised, reordered and simplified public library links and instructions to show Alexandria, Arlington, Fairfax, Loudoun, and Prince William public library digital resources on References > Free Access to Premium Services page > section.
Jan 3, 2022
Added the Jan 5, 2022, Forum Agenda to Topics page.
Added link for topical videos In the Know with Cathie Wood, ARK CEO/CIO, to References > Financial Newsletters, Videos, & Podcasts page > section. Resulted from discussion by Brenda Bloch-Young during her Forum opening comments on Wed Dec 8, 2021.
Added links for Alexandria, Arlington, Loudoun, and Prince William to Fairfax county public library digital resources on References > Free Access to Premium Services page > section.
Dec 20, 2021
Updated link to Bob Baker's continued, Dec 15, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Dec 7, 2021, Morningstar.com "Dividend-Stock Deep Dive: Drugmakers" article suggested by Tom Crooker: Member Suggestions page.
Added link for TreasuryDirect.gov (Series I Bonds, et al.) to References > Bonds page > section. Suggested by Al Smuzinski in his Dec 8 "US Treasury/Bonds" Forum discussion about buying Series I Bonds through Treasury Direct.
Dec 13, 2021
Added the Dec 15, 2021, Forum Agenda to Topics page.
Added the Dec 13, 2021, Forum Special Event to Topics page.
Updated link to Bob Baker's continued, Dec 6, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Dec 10, 2021, Bloomberg BusinessWeek.com "The ESG [Environmental, Social, Governance] Mirage" article suggested by Brenda Bloch-Young: Member Suggestions page.
Link to Dec 12, 2021, Barrons.com "Forget Value Versus Growth. Pick Quality Stocks Instead" article suggested by Tom Crooker: Member Suggestions page.
Link to Dec 9, 2021, Independent Advisor for Vanguard Investors "Hotlines: Bifurcation Diversification" article suggested by Paul Howard: Member Suggestions page.
Dec 6, 2021
Added the Dec 8, 2021, Forum Agenda to Topics page.
Link to Nov 29, 2021, Barron's print edition "Power Play – M&A Heats Up in Data Centers" article suggested by Bob Baker: Member Suggestions page.
Updated link to Bob Baker's continued, Dec 1, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Jim Dann's Dec 1, 2021, "ESG [Environmental, Social, Governance] Investing" presentation: Member Contribution page.
Link to Lou Coglianese's Dec 1, 2021, "Estimating year end mutual fund distributions" presentation: Member Contribution page.
Nov 29, 2021
Added the Dec 1, 2021, Forum Agenda to Topics page.
Link to Feb 12, 2018, CNBC.com's "Investor Toolkit--Warren Buffett explains how to invest in stocks when inflation hits markets" article suggested by Tom Crooker: Member Suggestions page.
Nov 22, 2021
Updated link to Bob Baker's continued, Nov 17, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Manya Vij's "GMU SMIF Stock Pitch (Bio Rad Labs)" presentation example: Member Contribution page.
Nov 15, 2021 [updated]
Added the Nov 17, 2021, Forum Agenda to Topics page.
Access to current week's Value Line Survey "Selection and Opinion" report suggested by Bob Baker: Member Suggestions page.[added]
Updated link to Bob Baker's continued, Nov 10, 2021, "Buy/Sell List Compendium" presentation: above.
Link to David Breese's Nov 10, 2021, "In Search Of Environmental Environmental, Social, and Governance (ESG)" presentation: Member Contribution page.
Nov 8, 2021
Added the Nov 10, 2021, Forum Agenda to Topics page.
Added link for BDC Investor [Business Development Company] to References > Research, Analysis, Scorecards, Tools page > section. Suggested by Bob Baker on his Buy-Sell Compendium's Research and Analysis Resources page.
Added link for Util to References > Research, Analysis, Scorecards, Tools page > section. Suggested by Brenda Block-Young as a source for ESG [Environmental, Social, Governance] investment analyses and information.
Updated link to Bob Baker's continued, Nov 3, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Brenda Bloch-Young's Nov 3, 2021, "Are ESG labels valid ?" presentation: Member Contribution page.
Link to Tom Kaufman's Nov 3, 2021, "ESG 2021" presentation: Member Contribution page.
Link to Trevor Montano's Oct 13, 2021, "Montano Student Investment Fund" Forum discussion video: Member Contribution page. About the student-managed fund in the George Mason School of Business.
Nov 1, 2021
Added the Nov 3, 2021, Forum Agenda to Topics page.
Link to May 18, 2021, FarmDocDaily.Illinois.edu's "Hight Corn and Soybean Return Outlook for 2021" report suggested by Bob Baker: Member Suggestions page.
Updated link to Bob Baker's continued, Oct 27, 2021, "Buy/Sell List Compendium" presentation: above.
Added the Oct 27, 2021, Forum Agenda to Topics page.
Link to Sylvia Auton's Oct 20, 2021, "Street Talk " presentation: Member Contribution page.
Oct 18, 2021
Added the Oct 20, 2021, Forum Agenda to Topics page.
Oct 11, 2021
Added the Oct 13, 2021, Forum Agenda to Topics page.
Link to Oct 7, 2021, Marketwatch.com's "Warren Buffet's solid investing advice is just what's needed in this frothy stock market" article suggested by Tom Crooker: Member Suggestions page.
Link to EdelmanFinancialEngine.com's "11 great reasons to carry a big, long mortgage" article suggested by Charles Murphy: Member Suggestions page.
Updated link to Bob Baker's continued, Oct 6, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Al Smuzunski's Oct 6, 2021, "Hypothetical House Mortgage" discussion outline: Member Contribution page.
Link to Oct 1, 2021, Morningstar.com's "Payout Ratios Can Reveal Dividend Stability" article suggested by Tom Crooker: Member Suggestions page.
Oct 4, 2021
Added the Oct 6, 2021, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Sep 29, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Trevor Montano's Sep 29, 2021, "Preferred Shares & Hybrid Capital" presentation: Member Contribution page.
Sep 27, 2021
Added the Sep 29, 2021, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Sep 22, 2021, "Buy/Sell List Compendium" presentation: above.
Sep 20, 2021
Added the Sep 22, 2021, Forum Agenda to Topics page.
Link to Sep 14, 2021, Aswath Domodaran's "Musing on Markets" blog "The ESG Movement: The 'Goodness' Gravy Train Rolls On" article suggested by Brenda Bloch-Young: Member Suggestions page.
Updated link to Bob Baker's continued, Sep 15, 2021, "Buy/Sell List Compendium" presentation: above.
Sep 13, 2021
Added the Sep 15, 2021, Forum Agenda to Topics page.
Link to Sep 8, 2021, WilsonCenter.org " Integrating Infrastructure in US Domestic and Foreign Policy: Lessons from China" policy paper suggested by Al Smuzynski: Member Suggestions page.
Link to Lou Coglianese's Sep 8, 2021, "Analyst Opinions: How Used? Why Trusted?" presentation: Member Contribution page.
Updated link to Bob Baker's continued, Sep 8, 2021, "Buy/Sell List Compendium" presentation: above.
Sep 6, 2021
Added the Sep 8, 2021, Forum Agenda to Topics page.
Link to Aug 27, 2021, WashingtonPost.com "The simple tricks that turned one investor's $70,000 retirement account into a $264 million fortune" article suggested by Al Smuzynski: Member Suggestions page.
Updated link to Bob Baker's continued, Sep 1, 2021, "Buy/Sell List Compendium" presentation: above.
Aug 30, 2021
Added the Sep 1, 2021, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Aug 25, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Brenda Bloch-Young's Aug 25, 2021, "Robo-Advisors: 2021 Q2 Backend Benchmarking Report cited in Barron's" presentation: Member Contribution page.
Aug 23, 2021
Added the Aug 25, 2021, Forum Agenda to Topics page.
Link to Aug 11, 2021, Backend Benchmarking's "The Robo Report™ and The Robo Ranking™" report suggested by Brenda Bloch-Young: Member Suggestions page.
Updated link to Bob Baker's continued, Aug 18, 2021, "Buy/Sell List Compendium" presentation: above.
Aug 15, 2021
Added the Aug 18, 2021, Forum Agenda to Topics page.
Updated link to Bob Baker's continued, Aug 11, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Aug 13, 2021, Barrons.com "Stock Prices Are Poised to Keep Rising, Says Longtime Bull - Here's Why" article suggested by Tom Crooker: Member Suggestions page.
Link to Aug 9, 2021, Barrons.com "The Best Robo-Advisors Right Now: Barron's Ranking" article suggested by Al Smuzynski: Member Suggestions page.
Aug 9, 2021
Added the Aug 11, 2021, Forum Agenda to Topics page.
Link to Jul 11, 2021, Fortune.com "Anyone can beat the stock market, says new research" article used for Jul 28, 2021, Forum discussion with Jim Dann: Member Suggestions page.
Aug 2, 2021
Link to Brenda Bloch-Young's Jul 29, 2021, "F204 Investment Potpourri: SPACs - IPO Disruptors or Blank Check Distortions" presentation to OLLI's F204 Summer-term class: Member Contribution page.
Updated link to Bob Baker's continued, Jul 28, 2021, "Buy/Sell List Compendium" presentation: above.
Jul 26, 2021
Added the Jul 28, 2021, Forum Agenda to Topics page.
Link to Garrett Ruhl's Jul 22, 2021, "F204 Investment Potpourri: Genomics, Introduction to Investing in a Rapidly Expanding Sector" presentation to OLLI's F204 Summer-term class: Member Contribution page.
Updated link to Bob Baker's continued, Jul 21, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Brenda Bloch-Young's Jun 21, 2021, "Sale of a Primary Residence" presentation: Member Contribution page.
Jul 19, 2021
Added the Jul 21, 2021, Forum Agenda to Topics page.
Link to David Toms' Jul 15, 2021, "F204 Investment Potpourri: Investment Opportunities in Alternative Energy" presentation to OLLI's F204 Summer-term class: Member Contribution page.
Updated link to Bob Baker's continued, Jul 14, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Nov 6, 2020, YouTube.com "PEG Ratio Explained" video presentation:Member Suggestions page.
Jul 12, 2021
Added the Jul 14, 2021, Forum Agenda to Topics page.
Jul 5, 2021
Added the Jul 7, 2021, Forum Agenda to Topics page.
Link to Bob Baker's Jul 1, 2021, "F202 Tech Tools for Investors (FinViz, Seeking Alpha, Simply Safe Dividends)" presentation to OLLI's F202 Summer-term class: Member Contribution page.
Updated link to Bob Baker's continued, Jun 30, 2021, "Buy/Sell List Compendium" presentation: above.
Link to Jim Dann's Jun 30, 2021, "Dividend Growth & Quality-Oriented ETFs" presentation: Member Contribution page.
Link to Lou Coglianese's Jun 24, 2021, "F202 Tech Tools for Investors (Morningstar)" presentation to OLLI's F202 Summer-term class: Member Contribution page.
Jun 28, 2021
Added the Jun 30, 2021, Forum Agenda to Topics page.
Link to Jun 24, 2021, MarketWatch.com "What Are TIPS, and How Do They Help Protect Against Inflation" article:Member Suggestions page.
Updated link to Bob Baker's continued, Jun 23, 2021, "Buy/Sell List Compendium" presentation: above.
Jun 21, 2021
Added the Jun 23, 2021, Forum Agenda to Topics page.
Link to Brenda Bloch-Young's Jun 16, 2021, "What is a global minimum tax and what will it mean?" presentation: Member Contribution page.
Updated link to Bob Baker's continued, Jun 16, 2021, "Buy/Sell List Compendium" presentation: above.
Jun 14, 2021
Added the Jun 16, 2021, Forum Agenda to Topics page.
Link to Jun 11, 2021, MarketWatch.com "Don't sell stocks in a panic, advisors say" article:Member Suggestions page.
Updated link to Bob Baker's continued, Jun 9, 2021, "Buy/Sell List Compendium" presentation: above.
Jun 7, 2021
Added the Jun 9, 2021, Forum Agenda to Topics page.
Link to Jun 4, 2021, www.wsj.com "The Huge Tax Break for Home Sellers" article:Member Suggestions page.
Link to Jun 1, 2021, NYTimes.com "How the World Ran Out of Everything" article:Member Suggestions page.
Updated link to Bob Baker's continued, Jun 2, 2021, "Buy/Sell List Compendium" presentation: above.
May 31, 2021
Added the Jun 2, 2021, Forum Agenda to Topics page.
Link to May 24, 2021, Morningstar.com "Are Equity Managers Ready for Inflation" article:Member Suggestions page.
Updated link to Bob Baker's continued, May 26, 2021, "Buy/Sell List Compendium" presentation: above.
May 24, 2021
Added the May 26, 2021, Forum Agenda to Topics page.
Link to May 21, 2021, Morningstar.com "Why Amazon Is a Prime Investment" article:Member Suggestions page.
Link to May 21, 2021, Barrons.com "AT&T Was Punished for Its Dividend Cut. It's Time to Buy the Stock" article:Member Suggestions page.
Link to May 21, 2021, Barrons.com "AT&T Stock Gains as Sentiment Shifts. It Just Got Two Upgrades" article:Member Suggestions page.
Updated link to Bob Baker's continued, May 19, 2021, "Buy/Sell List Compendium" presentation: above.
May 17, 2021
Added the May 19, 2021, Forum Agenda to Topics page.
Link to Mar 29, 2021, Barrons.com "4 Funds [ETFs] for Anyone Nervous About Inflation" article:Member Suggestions page.
Link to May 8, 2021, WSJ.com "The Great Cash Splash, or What Happens to Stocks and Cryptocurrencies When the Fed Stops Raining Money" article:Member Suggestions page.
Updated link to Bob Baker's continued, May 12, 2021, "Buy/Sell List Compendium" presentation: above.
May 10, 2021
Added the May 12, 2021, Forum Agenda to Topics page.
Link to Jim Dann's May 5, 2021, "Real Estate Mutual Funds" presentation: Member Contribution page.
Updated link to Bob Baker's continued, May 5, 2021, "Buy/Sell List Compendium" presentation: above.
May 3, 2021
Updated link to Bob Baker's Apr 7, 2021, continuing "Buy/Sell List Compendium" presentation: above. Apr 7, 2021
Link to Jim Dann's Apr 7, 2021, "Investing in Asia" presentation: Member Contribution page. Apr 7, 2021
Added upcoming Apr 7, 2021, Forum Agenda to Topics page. Apr 5, 2021
Updated link to Bob Baker's Mar 31, 2021, continuing "Buy/Sell List Compendium" presentation: above. Apr 5, 2021
Link to Mar 29, 2021, Barron's "Yes, You Can Retire on Dividends" article:Member Suggestions page. Apr 5, 2021
Added upcoming Mar 31, 2021, Forum agenda to Topics page. Mar 29, 2021
Updated link to Bob Baker's Mar 24, 2021, continuing "Buy/Sell List Compendium" presentation: above. Mar 29, 2021
Link to David Toms' Mar 24, 2021, "Business Development Companies" presentation: Member Contribution page. Mar 29, 2021
Link to Mar 17, 2021, The Washington Post "Bidders run up bitcoin price in government auction." article:Member Suggestions page. Mar 29, 2021
Link to Mar 27, 2021, The Economist "America used to be behind on digital payments. Not any more" article:Member Suggestions page. Mar 29, 2021
Added upcoming Mar 24, 2021, Forum agenda to Topics page. Mar 22, 2021
Link to Al Smuzynski's Mar 17, 2021, "Al sells a covered call" discussion example: Member Contribution page. Mar 22, 2021
Added upcoming Mar 17, 2021, Forum agenda to Topics page. Mar 15, 2021
Link to Aug 15, 2020, OLLI Summer 2020 class "De-Mystifying Cryptocurrency" presentation video: Member Suggestions page. Mar 15, 2021
Updated link to Bob Baker's Mar 10, 2021, continuing "Buy/Sell List Compendium" presentation: above. Mar 15, 2021
Added upcoming Mar 10, 2021, Forum agenda to Topics page. Mar 8, 2021
Updated link to Bob Baker's Mar 3, 2021, continuing "Buy/Sell List Compendium "presentation: above. Mar 8, 2021
Link to Charles Murphy's Mar 3, 2021, "Options Talking Points" presentation: Member Contribution page. Mar 8, 2021
Added upcoming Mar 3, 2021, Forum agenda to Topics page. Feb 28, 2021
Updated link to Bob Baker's Feb 24, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 28, 2021
Link to Tom Kaufman's Feb 24, 2021, "Healthcare 2021" presentation: Member Contribution page. Feb 28, 2021
Added upcoming Feb 24, 2021, Forum agenda to Topics page. Feb 22, 2021
Updated link to Bob Baker's Feb 17, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 22, 2021
Added upcoming Feb 17, 2021, Forum agenda to Topics page. Feb 15, 2021
Updated link to Bob Baker's Feb 10, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 15, 2021
Link to Jim Dann's Feb 10, 2021, "Investing in Small Stock Mutual Funds" presentation: Member Contribution page. Feb 15, 2021
Added upcoming Feb 10, 2021, Forum agenda to Topics page. Feb 8, 2021
Updated link to Bob Baker's Feb 3, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 8, 2021
Added upcoming Feb 3, 2021, Forum agenda to Topics page. Feb 1, 2021
Updated link to Bob Baker's Jan 27, 2021, continuing presentation: "Buy/Sell List Compendium" above. Feb 1, 2021
Added upcoming Jan 27, 2021, Forum agenda to Topics page. Jan 25, 2021
Updated link to Bob Baker's Jan 20, 2021, continuing presentation: "Buy/Sell List Compendium" above. Jan 25, 2021
Added upcoming Jan 20, 2021, Forum agenda to Topics page. Jan 18, 2021
Updated link to Bob Baker's Jan 13, 2021, continuing presentation: "Buy/Sell List Compendium" above. Jan 18, 2021
Link to Gloria Loew's Jan 13, 2021, "Technical Analysis Concepts" presentation: Member Contribution page. Jan 18, 2021
Added upcoming Jan 13, 2021, Forum agenda to Topics page. Jan 11, 2021
Updated link to Bob Baker's Jan 6, 2021, continuing presentation: "Buy/Sell List Compendium" above. Jan 11, 2021
Added upcoming Jan 6, 2021, Forum agenda to Topics page. Jan 4, 2021
Updated link to Bob Baker's Dec 9, 2020, continuing presentation: "Buy/Sell List Compendium" above. Dec 16, 2020
Added upcoming Dec 9, 2020, Forum agenda to Topics page. Dec 7, 2020
Updated link to Bob Baker's Dec 2, 2020, continuing presentation: "Buy/Sell List Compendium" above. Dec 7, 2020
Link to Jim Dann's Dec 2, 2020, "Actively-Managed MidCap Mutual Funds" presentation: Member Contribution page. Dec 7, 2020
Link on Dec 5, 2020, Deloitte.com article: "A primer on SPACs" Member Suggestions page. Dec 7, 2020
Link on Dec 4, 2020, Vanguard report: "How America Invests 2020" Member Suggestions page. Dec 7, 2020
Added upcoming Dec 2, 2020, Forum agenda to Topics page. Nov 30, 2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Nov 24, 2020
Link to Nov 14, 2020, The Economist article: "Beyond Buffett – Does value investing still work ?" Member Suggestions page. Nov 24, 2020
Link to Nov 14, 2020, The Economist article: "Diminished value -- Value investing is struggling to remain relevant" Member Suggestions page. Nov 24, 2020
Added upcoming Nov 18, 2020, Forum agenda to Topics page. Nov 16, 2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Nov 9, 2020
Added upcoming Nov 4, 2020, Forum agenda to Topics page. Nov 2, 2020
Link to Mar 2, 2020, Marketwatch.com article: "Risk, Not Volatility, Is the Real Enemy" Member Suggestions page. Nov 2, 2020
Link to Lou Coglianese's 10/28/2020 "Finding Out About Upcoming Distributions In Mutual Funds" presentation Member Contribution page. Nov 2, 2020
Added upcoming Oct 28, 2020, Forum agenda to Topics page. Oct 26, 2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Oct 26, 2020
Link to Oct 24, 2020, Marketwatch.com article: "Wanted: Stock investors with time and money to support profitable, well-run companies" Member Suggestions page. Oct 26, 2020
Added upcoming Oct 21, 2020, Forum agenda to Topics page. Oct 19, 2020
Updated link to Sy Sherman's Oct 14, 2020, continuing 3-part presentation: "Stock Selection & Analysis" above. Oct 19,2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Oct 19, 2020
Link to Oct 16, 2020, Bloomberg.com article: "Biden Win Would Transform How the Wealthy Invest" Member Suggestions page. Oct 19, 2020
Added upcoming Oct 14, 2020, Forum agenda to Topics page. Oct 12, 2020
Link to Sy Sherman's Oct 7, 2020, continuing 3-part presentation: "Stock Selection & Analysis" Member Contribution page. Oct 12,2020
Updated link to Bob Baker's continuing presentation: "Buy/Sell List Compendium" above. Oct 12, 2020
Added upcoming Oct 7, 2020, Forum agenda to Topics page. Oct 5, 2020
Added Bob Baker's NEW, continuing presentation: "Buy/Sell List Compendium" above. Oct 5, 2020
Link to Oct 5, 2020, Barrons.com article: "Stock Market Outlook: Finding Opportunity Beyond Mega-Caps" Member Suggestions page. Oct 5, 2020
Link to Sep 30, 2020, Barrons.com article: "The Stock Market Is Not the Economy"Member Suggestions page. Oct 5, 2020
Link to Sep 25, 2020, Morningstar.com article: "The Pandemic Has Swelled the Ranks of Zombie Companies. How to Recognize Them." Member Suggestions page. Oct 5, 2020
Link to Sep 23, 2020, Morningstar.com article: "Zombie Companies Are Proliferating. How to Avoid Them." Member Suggestions page. Oct 5, 2020
Added upcoming Sep 30, 2020, Forum agenda to Topics page. Sep 28, 2020
Link to Sep 23, 2020, Morningstar.com article & video: "Slow and Steady Wins the Financial Race" Member Suggestions page. Sep 28, 2020
Added upcoming Sep 23, 2020, Forum agenda to Topics page. Sep 21, 2020
Added upcoming Sep 16, 2020, Forum agenda to Topics page. Sep 14, 2020
Link to Brenda Bloch-Young's 9/2/2020 "Pros & Cons of Owning Utilities: Debating the Outlook for Utilities" presentation Member Contribution page. Sep 7,2020
Link to Aug 2020 Kiplinger's Personal Finance article: "ETF Spotlight: ...the video gaming craze..." Member Suggestions page. Sep 7, 2020
Added upcoming Sep 9, 2020, Forum agenda to Topics page. Sep 7, 2020
Link to Sep 2020 Morningstar Dividend Investor Newsletter article: "Looking at Utilities" Member Suggestions page. Aug 31, 2020
Added upcoming Sep 2, 2020, Forum agenda to Topics page. Aug 31, 2020
Added upcoming Aug 26, 2020, Forum agenda to Topics page. Aug 25, 2020
Link to Jul 25, 2020, WSJ article: "Everyone's a Day Trader Now" Member Suggestions page. Aug 18, 2020
Link to Aug 10, 2020, WSJ article: "When Day Traders Do Well, It's Probably Just Luck" Member Suggestions page. Aug 18, 2020
Added upcoming Aug 19, 2020, Forum agenda to Topics page. Aug 18, 2020
Added upcoming Aug 12, 2020, Forum agenda to Topics page. Aug 10, 2020
Added upcoming Aug 5, 2020, Forum agenda to Topics page. Aug 3, 2020
Added upcoming Jul 29, 2020, Forum agenda to Topics page. Jul 27, 2020
Added upcoming Jul 22, 2020, Forum agenda to Topics page. Jul 20, 2020
Added upcoming Jul 15, 2020, Forum agenda to Topics page. Jul 13, 2020
Link to Fairfax County Library's free investment references on Reference Links page. Jul 7, 2020
Added upcoming Jul 8, 2020, Forum agenda to Topics page. Jul 6, 2020
Added upcoming Jul 1, 2020, Forum agenda to Topics page. Jun 30, 2020
Link to Brenda Bloch-Young's Jun 24, 2020, "OLLI Investment Forum Survey Jun 2020" presentation to Member Contribution page. Jun 30, 2020
Added upcoming Jun 24, 2020, Forum agenda to Topics page. Jun 22, 2020
Added upcoming Jun 17, 2020, Forum agenda to Topics page. Jun 15, 2020
Added upcoming 6/10/2020 Forum agenda to Topics page. 6/8/2020
Link to Financial Visualization (FinViz.com) analysis resource Member Suggestions page. 6/5/2020
Link to Bob Baker's 6/3/2020 "Buy/Sell List" with FinViz Intro presentation Member Contribution page. 6/5/2020
Link to Paul Howard's 6/1/2020 ZOOM Sign-on Help Notes: "Using ZOOM – Updating Software and Joining Meetings (for Windows)" above. 6/2/2020
Added upcoming 6/3/2020 Forum agenda to Topics page. 6/1/2020
Added upcoming 5/27/2020 Forum agenda to Topics page. 5/25/2020
Link to "StatNews.com" news source for heathcare/biotech sector/subsector Member Suggestions page. 5/25/2020
Link to Joe Benning's 5/20/2020 "The Bond Market: Bonds or Bond Funds" presentation Member Contribution page. 5/21/2020
Added upcoming 5/20/2020 Forum agenda to Topics page. 5/18/2020
Added upcoming 5/13/2020 Forum agenda to Topics page. 5/11/2020
Link to Brenda Bloch-Young's 5/6/2020 "Utilities Offer a Defensive Dividend Haven ??" presentation Member Contribution page. 5/11/2020
Added upcoming 5/6/2020 Forum agenda to Topics page. 5/4/2020
Link to 5/3/2020 Investopedia article: "Berkshire Hathaway 2020 Annual Meeting Highlights" Member Suggestions page. 5/4/2020
Link to 5/1/2020 Congressional Research Service report: "Global Economic Effects of COVID-19" Member Suggestions page. 5/4/2020
Added upcoming 4/29/2020 Forum agenda to Topics page. 4/28/2020
Added upcoming 4/22/2020 Forum agenda to Topics page. 4/20/2020
Link to Bob Baker's 4/15/2020 "Buy/Sell List" presentation Member Contribution page. 4/20/2020
Link to Joe Benning's 4/15/2020 "What Now? Macro Market Outlook COVID19" presentation Member Contribution page. 4/20/2020
Link to 3/30/2020 Forbes.com article: "CARES Act Drastically Changes RMD Rules for 2020" Member Suggestions page. 4/20/2020
Added upcoming 4/15/2020 Forum agenda to Topics page. 4/13/2020
Added upcoming 4/7/2020 Forum agenda to Topics page. 4/7/2020
Link to Joe Benning's 4/1/2020 "Managing Risk – Return Tradeoffs … to Deal with Black Swan Events" presentation Member Contribution page. 4/7/2020
Added upcoming Forum agenda to Topics page. 3/30/2020
Added upcoming Forum agenda & Zoom videoconference info to Topics page. 3/24/2020
Added Forum Status & Updates as Agenda page for March 18 to Topics page. 3/24/2020
Added meeting cancellation statement due to OLLI canceling all activities while assessing Corona Virus situation. Topics page. 3/10/2020
Added upcoming Forum agenda to Topics page. 3/02/2020
Added upcoming Forum agenda to Topics page. 2/24/2020
Link to Charles Murphy's "Investment Strategy Using Synthetic Longs" presentation Member Contribution page. 2/24/2020
Link to Lou Coglianese's "Preparing for Retirement Without a Pension" presentation Member Contribution page. 2/24/2020
Added upcoming Forum agenda to Topics page. 2/18/2020
Added upcoming Forum agenda to Topics page. 2/11/2020
Added upcoming Forum agenda to Topics page. 2/3/2020
Added upcoming Forum agenda to Topics page. 1/27/2020
Link to 1/18/2020 AAII DC Metro class information: "2020 Outlook for Boosting Portfolio Growth and Income" Member Suggestions page. 1/27/2020
Added upcoming Forum agenda to Topics page. 1/19/2020
